How to Use WPS Sankey Diagram on macOS

Use WPS Sankey Diagram on macOS with 4 how-to topics, including 4 free topics and 0 membership-related topics; choose a topic from the index and follow the steps.

How-to Index

How-to Guide

1. Add a Sankey Diagram component to a dashboard

Entry path: Dashboard interface → "+ Add Component" → Chart → "Sankey Diagram"

1. Open the dashboard interface.
2. Click the "+ Add Component" button in the upper-left area.
3. Find "Sankey Diagram" under the Chart category.
4. Click "Sankey Diagram" to create a default component.
5. Click the component to enter editing mode and continue with data setup.

Success Criteria

• A new Sankey Diagram component appears in the dashboard.
• The component can be opened for editing and configured further.

Tips While Using

• Prepare a data table for flow analysis before adding the chart.
• If the dashboard already contains many components, confirm the placement before continuing.

2. Edit or export a chart

Entry path: Click an existing chart → the "..." icon in the upper-right area

1. Click the Sankey Diagram component that has already been added.
2. Click the "..." icon in the upper-right area to open the menu.
3. Select Configure, Copy, Copy as Image, Export as Image, or Delete as needed.
4. Complete the action for your current task.

Success Criteria

• The chart action menu opens normally.
• The selected action takes effect, such as copying, exporting, or reconfiguring the chart.

Tips While Using

• Confirm that the chart is no longer needed before deleting it.
• Check chart style and labels before exporting an image.

3. Configure Sankey Diagram data

Entry path: Sankey Diagram editing panel → "Type & Data" tab

1. Open the Sankey Diagram editing panel and go to the "Type & Data" tab.
2. Select the data source you want to use.
3. Click "Data Filter" to set the data range or filter conditions.
4. Set node categories by choosing the source field and target field.
5. Set node height by choosing Count Records or Count a Selected Field.
6. Set the sort order to Default or Custom Drag as needed.
7. Set the detail display fields to show or hide fields from the data source.
8. Review the preview on the left and click "OK" to apply the settings.

Success Criteria

• The chart shows flow relationships based on the selected data source.
• Node categories, node height, and sort order work as expected.

Tips While Using

• The source field and target field should form a clear flow relationship.
• If the data fields are incomplete, the chart may be harder to interpret.

4. Set chart styles

Entry path: Sankey Diagram editing panel → "Chart Style" tab

1. Open the Sankey Diagram editing panel and go to the "Chart Style" tab.
2. Choose a preset color scheme under Theme Color.
3. Customize node colors under Node Color if needed.
4. Set data labels, label content, and label style under Chart Elements.
5. Review the preview on the left.
6. Click "OK" to save the style settings.

Success Criteria

• Chart colors, labels, and display styles are updated.
• The preview matches the applied result.

Tips While Using

• If there are many nodes, use a color scheme with clear visual contrast.
• If labels contain too much information, simplify them for readability.